Charles Milett, financial advisor Dunedin FL
96 score

Charles Milett

CRD Number: 1189719
Current Firm: H.d. Vest Advisory Services, Inc.

Charles Milett (CRD# 1189719) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Dunedin, FL and has over 33 years of experience in the finance industry. Charles Milett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Investment Services Inverness, IL Nov 2014 - Current 2
H.d. Vest Advisory Services Inverness, IL Nov 2014 - Current 2
Financial Resource Center, Inc. Inverness, IL Nov 2012 - Current 4
Rental Property Schaumburg, IL Sep 2011 - Current 5
Rental Property Inverness, IL Aug 2006 - Current 10
Rental Property Hoffman Estates, IL Sep 2002 - Current 14
Rental Property Bartlett, IL Jun 2001 - Current 15
Rental Property Schaumburg, IL Dec 1988 - Current 28
Rental Property Schaumburg, IL Dec 1986 - Current 30
Rental Property Hoffman Estates, IL May 1981 - Current 35
Cetera Financial Specialists LLC Schaumburg, IL Dec 2012 - Nov 2014 1
Cetera Investment Advisers LLC Schaumburg, IL Dec 2012 - Nov 2014 1
H.d. Vest Investment Securities, Inc. Irving, TX Jan 1991 - Dec 2012 21
Financial Partners, Inc. Inverness, IL Jan 1975 - Nov 2012 37
New England Life Chicago, IL May 1986 - Dec 2011 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Charles L. Milett
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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